Bilingual Retirement Plan Counselor — Remote & Onsite Education

Empower; Newark (NJ); On-site; USD 69,000 - 97,000; Full time

Benefits offered by this job

Medical, dental, vision & life

401(k) with company match

Tuition reimbursement

Casual dress

Paid time off + holidays

Volunteer time

Parental leave & disability

BRGs

Job summary

Empower is seeking a Retirement Plan Counselor to deliver on-site and virtual retirement education for 401(k)/403(b)/457 participants across various plan sizes. The role emphasizes engaging participants, driving enrollment and deferrals, and supporting relationships with plan sponsors and stakeholders.

Fluency in Spanish is required. You will travel within the assigned territory, conduct meetings, log outcomes, and coordinate with relationship managers to optimize participant results.

Qualifications

• Bachelor's degree or equivalent experience
• 2–4 years in financial services
• Strong presentation skills
• Proficient with MS Word, Excel, PowerPoint and Teams
• FINRA Series 6 and 63 registrations within established timelines
• FINRA fingerprinting

Responsibilities

• Develop and facilitate education strategies via on-site and virtual meetings
• Drive enrollment, deferrals and rollovers
• Meet service levels and achieve business results
• Complete reporting and logging of meetings and outcomes
• Build relationships with plan sponsors and stakeholders
• Manage meeting schedules and travel arrangements
• Provide feedback on materials and strategies to improve communication
• Attend client meetings with service teams
• May participate in finals presentations for new prospects

Skills

Presentation skills

Relationship building

Territory management

Spanish bilingual

Financial services experience

Education

Bachelor's degree or equivalent

Tools

Salesforce

Job description

Empower is seeking a Retirement Plan Counselor to deliver on-site and virtual retirement education for 401(k)/403(b)/457 participants across various plan sizes. The role emphasizes engaging participants, driving enrollment and deferrals, and supporting relationships with plan sponsors and stakeholders.

Fluency in Spanish is required. You will travel within the assigned territory, conduct meetings, log outcomes, and coordinate with relationship managers to optimize participant results.